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Disclosery

Montecito Bank & Trust: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montecito Bank & Trust on VIG, newest first. How the timeline and the estimate are built.

Montecito Bank & Trust held 13,095 VIG shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,095 shares
    Change vs previous 13F -30 shares

    0.46% of the 13F portfolio, value $3,055,194.

    13F-HR 0001422508-26-000004 filed by Montecito Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,125 shares
    Change vs previous 13F -654 shares

    0.46% of the 13F portfolio, value $3,105,637.

    13F-HR 0001422508-26-000003 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 13,779 shares
    Change vs previous 13F -382 shares

    0.49% of the 13F portfolio, value $2,963,312.

    13F-HR 0001422508-26-000002 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 14,161 shares
    Change vs previous 13F -489 shares

    0.5% of the 13F portfolio, value $3,112,305.

    13F-HR 0001422508-26-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 14,650 shares
    Change vs previous 13F -1,235 shares

    0.49% of the 13F portfolio, value $3,161,324.

    13F-HR 0001422508-25-000004 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,885 shares
    Change vs previous 13F -2,035 shares

    0.55% of the 13F portfolio, value $3,081,531.

    13F-HR 0001422508-25-000002 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,920 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,509,274.

    13F-HR 0001422508-25-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).